Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.55 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47343.3 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45948.32 Kr¶
PnL: ---------------------------------------> -940.25 Kr¶
DD now: ---------------------------------> -2.646 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 13:26:28.111221'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 4.320000 | 3140.000000 | 213.000000 | 7.280000 | 2927.000000 |
| HEBA B | 70 | 0.250000 | 2796.500000 | 160.500000 | 6.090000 | 2636.000010 |
| HMS Networks | 2 | 15.380000 | 798.000000 | 125.000000 | 18.570000 | 673.000000 |
| SAAB B | 8 | 0.920000 | 3439.200000 | 62.200000 | 1.840000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.510000 | 394.000000 | 39.000000 | 10.990000 | 355.000000 |
| Intrum | 4 | 6.490000 | 564.600000 | 37.600000 | 7.130000 | 527.000000 |
| MedCap | 2 | -0.870000 | 457.000000 | 36.000000 | 8.550000 | 421.000000 |
| Boozt | 12 | 0.860000 | 1682.400000 | 28.400000 | 1.720000 | 1653.999996 |
| Corem Property Group B | 59 | -2.100000 | 604.160000 | 27.160000 | 4.710000 | 576.999999 |
| AcadeMedia | 12 | -0.980000 | 579.840000 | 22.840000 | 4.100000 | 557.000004 |
| Resurs Holding | 22 | -1.350000 | 593.780000 | 19.780000 | 3.450000 | 573.999998 |
| Swedbank A | 3 | -0.600000 | 576.300000 | 12.300000 | 2.180000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.360000 | 573.300000 | 11.300000 | 2.010000 | 562.000005 |
| Eastnine | 4 | -0.320000 | 500.800000 | 9.800000 | 2.000000 | 491.000000 |
| Securitas B | 6 | 0.000000 | 578.760000 | 8.760000 | 1.540000 | 570.000000 |
| Norva24 Group | 16 | 0.940000 | 551.360000 | 8.360000 | 1.540000 | 543.000000 |
| OEM International B | 7 | -0.650000 | 534.100000 | 6.100000 | 1.160000 | 527.999997 |
| Karnov Group | 9 | -0.170000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Coor Service Management Hold. | 8 | 0.150000 | 536.000000 | 4.000000 | 0.750000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.190000 | 248.160000 | 2.160000 | 0.880000 | 246.000000 |
| Creaspac SPAC | 6 | 0.310000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Nordea Bank Abp | 29 | -0.520000 | 3451.000000 | -3.000000 | -0.090000 | 3453.999992 |
| CTEK | 13 | -0.490000 | 526.500000 | -7.500000 | -1.400000 | 533.999999 |
| Handelsbanken A | 5 | -0.370000 | 537.750000 | -8.250000 | -1.510000 | 546.000000 |
| Midsona B | 63 | 1.010000 | 567.000000 | -16.000000 | -2.740000 | 582.999984 |
| Essity B | 2 | -2.680000 | 544.200000 | -29.800000 | -5.190000 | 574.000000 |
| International Petroleum Corp. | 5 | -1.180000 | 546.000000 | -48.570000 | -8.170000 | 594.565215 |
| Essity A | 4 | -2.500000 | 1090.000000 | -59.000000 | -5.130000 | 1149.000000 |
| Vivesto | 1368 | 2.150000 | 545.010000 | -67.990000 | -11.090000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.100000 | 3773.000000 | -77.000000 | -2.000000 | 3850.000000 |
| Beijer Electronics Group | 26 | -9.930000 | 2828.800000 | -142.200000 | -4.790000 | 2971.000006 |
| Fasadgruppen Group | 35 | 0.770000 | 3661.000000 | -150.000000 | -3.940000 | 3810.999990 |
| OX2 | 18 | 1.220000 | 1420.200000 | -243.800000 | -14.650000 | 1663.999992 |
| Axfood | 13 | -2.800000 | 3476.200000 | -279.800000 | -7.450000 | 3756.000001 |
| Ovzon | 52 | -1.690000 | 2714.400000 | -647.600000 | -19.260000 | 3361.999992 |
| TOTAL | 45948.320000 | -940.250000 | -2.64568% | 46888.564618 |
Updated:¶
'2023-01-26 13:26:40.942412'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
